See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,793 | $99,341-53.9% | $84,750-46.0% | $273,961-83.3% |
| Participation rate | 77.3% | 80.7%-3.4pp | 76.6%+0.7pp | 83.0%-5.7pp |
| Annual return | 12.27% | 22.93%-10.7pp | 22.78%-10.5pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,695 | $4,214-59.8% | $3,574-52.6% | $4,869-65.2% |
| Participant deferral / active EE | $4,241 | $4,269-0.7% | $3,712+14.3% | $5,287-19.8% |
| Admin fee / account holder | $2,367 | $6,644-64.4% | $5,332-55.6% | $10,132-76.6% |